| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 947 |
| Technical Name |
gb_recurring_tasks_process_checklists |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 947 |
| Technical Name |
gb_recurring_tasks_process_checklists |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
Recurring Tasks & Process
Templated recurring task lists and process checklists with assignees and auto-generation
Repeatable processes — onboarding, month-end close, audits, maintenance, inspections — too often live in spreadsheets and people's memory, so steps get skipped and accountability is fuzzy. Odoo has no general-purpose recurring-checklist engine. This app lets HR, finance, operations and compliance teams define any process once as a weighted, assignee-aware template, then have it generate dated, trackable runs automatically on a daily/weekly/monthly/yearly schedule. Blocking dependencies enforce order, progress is computed from completed-step weights, and a SQL report proves completion rates — so nothing repeatable is ever forgotten again.
Key Features
Reusable process templates with categories
gb.process.template captures a named, categorised process (onboarding, financial close, audit, maintenance, quality) with an owner and a sequenced step_ids list. Each gb.process.template.step holds instructions, a default_assignee_id, a progress weight and a blocking flag, so a process is defined once and reused consistently.
Automatic recurrence via scheduled cron
Set recurrence_unit (day/week/month/year) and recurrence_interval, and the _cron_generate_due_runs scheduler spawns each run when next_run_date arrives. It honours lead_days to generate ahead and catches up missed runs (guarded to 60) so a server outage never leaves a gap.
Run lifecycle with weighted progress
gb.process.run moves draft to progress to done/cancel through action_start, action_done and action_cancel. _compute_progress derives the progress % from completed step weights (skipped lines excluded), and action_done refuses to close while any line is still pending.
Blocking dependencies and skip control
Each gb.process.run.line can be completed, skipped or reopened. action_complete calls _check_blocking_predecessors, which stops you finishing a step while an earlier is_blocking step is still to-do — enforcing the correct order on sequential, dependency-heavy processes.
Overdue detection and due-date tracking
run_date and due_date are derived from default_duration_days, and the searchable is_overdue flag plus days_to_due field surface late runs. _check_dates blocks a due date earlier than the run date, keeping the schedule coherent.
Bulk and one-click run generation
action_generate_run creates the next run from a single template, while the gb.process.generate.wizard bulk-generates runs for many templates at once, optionally overriding the owner and advancing each recurring template's next_run_date. action_pause and action_resume stop or restart recurrence without deleting anything.
Assignee tooling and chatter
action_assign_owner_to_unassigned fills empty steps with the run owner, unassigned_count flags gaps, and action_open_my_steps filters a user to just their lines. Both templates and runs inherit mail.thread, so every state change and generation is logged in chatter.
SQL-backed completion analytics
gb.process.run.report is a read-only SQL view over real stored columns (state, progress, total_steps, done_steps) for pivot and graph dashboards. Helpers get_completion_stats and get_completion_summary return done, overdue and average-progress figures grouped by template or state.
Use Cases
Screenshots
Process Runs
Run Analysis
Process Templates
Why Choose This Module
Odoo has no general-purpose recurring-checklist engine, so repeatable processes live in spreadsheets and memory — where steps get skipped. This app makes any process a reusable template that generates accountable, trackable runs automatically. It complements onboarding/offboarding tooling generically across every team.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: LGPL-3
- Languages: 35+
- Author: Baris Genc
- Dependencies: base, mail
- Support: odoo@gencbaris.com
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module